Beacon Wealth Partners | Financial & Retirement Planning

CONNECT

Address:

356 Franklin Avenue
Nutley, NJ 07110

Phone:

973-667-8650

Michael Kelly

Michael Kelly

Partner

Michael A. Kelly has practiced as a Financial Consultant since 1984. Mike’s mission is to enable individuals and businesses to maximize wealth through  judicious risk management and comprehensive asset management while focusing on tax efficiency. Mike’s forte is his commitment to personalized service for his clients. He specializes in the following areas:

  • Life Insurance Audits
  • Estate Planning
  • Retirement Income Planning
  • Investment Analysis

Mike graduated from Rutgers University where he studied Economics. He lives in Monmouth Beach with his wife, Judy. Their family includes 6 children and is now blossoming with grandchildren.

Professional Qualifications:

  • Million Dollar ROund Table Qualifier
  • Series 7, 6, 66 and 63
  • NJ LIfe and Health Insurance License
  • Member of Elite Producer Group
  • AXA Advisors Hall of Fame Inductee
  • Completion of Wharton School of Retirement Planning Program

 

"The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com."

 

 

California Insurance License #: 0C21489


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Beacon Wealth Partners is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 732-292-3395
Fax 732-528-6741
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck